Create new client records from ad leads quickly

Untracked ad leads force coordinators to copy contacts manually and delay scheduling. Capture leads as client records so coordinators can schedule visits faster same day.

Create new client records from ad leads quickly

Overview

Untracked ad leads slow your booking funnel and create avoidable manual work for coordinators. This flow converts incoming leads into client records and surfaces them to schedulers, enabling same-day bookings and fewer missed jobs.

Create new client records from ad leads quickly